Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
If TR1 lands which i think it will then game on
Then when TR1 lands its whoosh
Seller's prints are now out there and we have no resistance left. This stock has been absolutely smashed past few months in particular, despite raising funds at 1.75p recently
This could go flying past 2p in a flash this week. Expect TR1 tomorrow
The TR1 won't say 7% it will say they have 0%. There is no seller anymore. Taken out this morning. Thats a fact
This really is starting to gain some interest. There just isn't any stock around anymore
Big move up above 2p this week
Maybe this week once TR1 confirms sellers is out
Nice to see buyers actually ticking up the price now that we have no seller holding it back
Lets get back to 2p for starters
Interesting you say that i've just had wind of seller out. Been weighing on price since above 2p so if we see a big print and they are out this could really start to reverse & bounce back.
The shareprice has no right being down at these levels with the asset portfolio they have. Its crazy cheap. This was a £250m Mcap company 18 months ago
Recent fund raise at 1.75p and i notice Directors also took a few more
Gap up Monday looks likely
Heard some interesting things around JAY past week or so, decided to start accumulating at these levels. Lots of excitement surrounding strategic funding partners and there are more than 2 at the table. Its going to really set things alight and i expect September to see this multiples higher. Depressed shareprice i can't believe it was trading above 20p couple years ago
With strategic investors involved, Metals One IPO next week and Dundas revised Mineral Resource Estimate imminent it’s become a no brainer at 1.3s
This company has serious assets. Way way undervalued
Good to see some buyers appearing. NAV i think is up near 8p and recent podcast sounded very encouraging about significant investment being cashed in and potentially a stock buy back. My target here is 5p in the next month or so
Added these back in size on Friday. Can't really see any reason to be bearish at these levels given it was trading substantially higher in June and nothing has changed.
In fact we know more about the diamond process and are closer to recieving them. We know BP has performed well and will hit nameplate max capacity in Q3. We have also locked in more funds to keep operations flowing over the coming months
0.2p is possible if the diamonds eventually fall through but i don't believe taht will happen. There is alot to play for over the next month or 2
Lets see if Andrew can get them across the line in July. If so the Risk v Reward is excellent from here. Straight towards 1p
Looks like significant developments on the diamonds sincet he last RNS update maybe we get them this week
Not worried about the debt think it will get extended shortly. Both providers VAST have long term relationships with and they aren't imposing any penalties
Diamonds i think will get cashed in at somepoint in July. Sounds like more of a procedure logistic situation now rather than a question of whether VAST will get them
BP production is positive they have achieved breakeven last month and will hit nameplate max capacity in this quarter
I think the upside potential from these kids of price levels is pretty attractive from where i'm standing
Into the 2p range shortly
Think you may get a chance in the 2p range when it settles over coming days
This is going to be a bloodbath today
3p? 2p?
Nah they were late mate. I reckon high probability we have results as expected tomorrow. Same as last year
It remains to be seen whether they are good or not
Q1 results were actually late this year. But looking at most of the quarterly updates the large majority are released on the last day of the quarter
Which in this case would be Friday
Regarding sells if you look back over past week or so there have been fairly sizeable sells given the relative lack of liquidity